The Spiess McGlade Team

 

The Spiess McGlade Team

A sound approach for your future


The Spiess McGlade Team helps you achieve peace of mind by providing trusted advice and designing personalized solutions to help you meet your financial goals.

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Carl Spiess & Allan McGlade Allan McGlade Carl Spiess

 

Carl Spiess & Allan McGlade

Experience and Professionalism


With over 40 years combined experience managing clients' assets, Carl & Allan are well positioned to provide a full range of financial and estate planning services.

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Are you happier after you retire?

 

Are you happier after you retire?

New research says retirees are happier than those who have yet to retire.


The Spiess McGlade team has helped hundreds of clients through their retirement transition. Now we have statistical evidence of what we've observed over 26 years in this industry.

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Managed Money Reporter Newsletter


Editors Carl Spiess and Allan McGlade
Canada's longest running managed money investment newsletter

Are you happier after you retire?

Issue 298

Are you happier after you retire?
New research says retirees are happier than those who have yet to retire. Read article.

2017 Budget update
We are pleased to provide our ScotiaMcLeod's analysis of the 2017 budget. Read article.

CPP Enhancement – Good news tax update
New and higher contributions to CPP will allow for the first time a tax credit on those new contributions. Read article.

Active vs. Passive investing: 10 year results are a draw
In the long run, active investing beats passive investing. Read article.

Target Date funds are a solution to Active vs. Passive debate
Investors actually have better returns when they invest in Target Date funds. Read article.

Further cost disclosure coming – this time for ETFs
Exchange Traded Fund costs are still a bit opaque, especially bid-ask spreads. Read article.

Recommended reading
Read the most recent issues of Wealth Insights and Portfolio Compass. Read article.

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Contact Us

T.  416.863.RRSP (7777)
     1.800.387.9273
F.  416.863.7479
E. spiessmcgladeteam@scotiawealth.com

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® Registered trademark of The Bank of Nova Scotia, used under licence. ™ Trademark of The Bank of Nova Scotia, used under licence. Scotia Wealth Management™ consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company (Scotiatrust®); Private Investment Counsel, a service of 1832 Asset Management L.P.; 1832 Asset Management U.S. Inc.; Scotia Wealth Insurance Services Inc.; and ScotiaMcLeod®, a division of Scotia Capital Inc. ("SCI"). Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of SCI. Insurance services are provided by Scotia Wealth Insurance Services Inc., the insurance subsidiary of SCI. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Underwriters (Financial Security Advisors in Québec) representing Scotia Wealth Insurance Services Inc. SCI is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

The Spiess McGlade Team is a personal trade name of Carl Spiess and Allan McGlade.